Investors’ bull case on aircraft OEMs has gaps

Subscription Required By Judson Rollins Introduction  April 15, 2021, © Leeham News: Late last month, the aerospace and defense analysis team at Credit Suisse (CS) published its view on the future of the Airbus-Boeing duopoly, as well as… Read More

HOTR: Putting the 2020 Delivery Slump into historical perspective

By the Leeham News Team March 16, 2021, © Leeham News: OEMs delivered 743 jet-powered passenger aircraft to airlines last year, compared with 1,684 at this cycle’s peak in 2018. The below chart shows the total for all… Read More

The A350, Part 9: The A350-1000 versus 777-300ER

Subscription Required By Bjorn Fehrm Introduction   March 11, 2021, © Leeham News: Last week, we started analyzing the Airbus A350-1000 and compared it with the Boeing 777-300ER. We now fly the airplanes on a demanding route, close to… Read More

Podcast: 10 Minutes About the Boeing Board of Directors

Feb. 23, 2021, © Leeham News: Last week, Boeing announced that two members of the Board—Arthur Collins and Susan Schwab—will retire at the end of their terms in April. No replacements have been named yet. Earlier, Ambassador Nikki… Read More

Podcast: 10 Minutes About the Airbus A330neo

Feb. 3, 2021, © Leeham News: The Airbus A330neo is technically a good airplane. But sales never took off. There are only 331 orders for the airplane and easily more than 100 are iffy. Airbus publicly said there… Read More

Pontifications: Airbus slows A320 production ramp up; widebody rates squishy

Jan. 25, 2021, © Leeham News: JP Morgan thinks Boeing 787 production rates will come down more than the 5/mo planned from May. Airbus last week announced ramping up A320 rates will be slower than previously hoped. And… Read More

The A350, Part 2: Analyzing the A350-800

Subscription Required By Bjorn Fehrm Introduction   January 21, 2020, © Leeham News: Before the holidays, we started a series to look into Airbus’ A350 family. We analyzed the development program and how the variants have sold. Initially, the… Read More

The A350, Part 1: Intro and A350-800

Subscription Required By Vincent Valery Introduction Dec. 17, 2020, © Leeham News: After running a series on the Dreamliner, LNA will now start a series on Airbus’ latest-generation twin-aisle aircraft, the A350. Airbus should deliver its 400th A350… Read More

The 717 and A220, Part 2: Operational economics comparison

Subscription Required By Bjorn Fehrm Introduction   December 10, 2020, © Leeham News: Last week, we introduced the Boeing 717 and its closest replacement size-wise, the Airbus A220-100. Delta, a major 717 customer, is accelerating the replacement of the… Read More

Restoring operations of the 737 MAX

By Bjorn Fehrm December 1, 2020, ©. Leeham News: Boeing and its customer airlines have 837 MAX airliners that shall get back in the air. After the FAA and ANAC, Brazil’s regulator, have stated the conditions, the work… Read More